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State Street SPDR Portfolio Long Term Corporate Bond ETF

114 hedge funds and large institutions have $572M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

1% more funds holding

Funds holding: 113114 (+1)

25.22% less ownership

Funds ownership: 85.55%60.32% (-25%)

29% less capital invested

Capital invested by funds: $806M → $572M (-$234M)

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
41
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
101
Total Clarity Wealth Management
Illinois
$22K +$22.7K +705 New
Fidelity Investments
102
Fidelity Investments
Massachusetts
$20K +$20.7K +643 +32,150%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$18K
PFA
104
Professional Financial Advisors
Nebraska
$18K +$161 +5 +0.9%
SWM
105
Spire Wealth Management
Virginia
$16K +$16.6K +515 New
CFA
106
Cahill Financial Advisors
Minnesota
$7K +$7.39K +230 New
CFA
107
Carroll Financial Associates
North Carolina
$6K
MAM
108
Meeder Asset Management
Ohio
$3K
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$3K
TRCT
110
Tower Research Capital (TRC)
New York
$3K
MHR
111
Matthew Hamilton Rosenberg
$3K +$2.67K +83 New
NFSG
112
Newbridge Financial Services Group
Florida
$1K
Simplex Trading
113
Simplex Trading
Illinois
$1K
HAS
114
HBW Advisory Services
California
-$2.38M -74,794 Closed
Verition Fund Management
115
Verition Fund Management
Connecticut
-$571K -17,978 Closed
HighTower Advisors
116
HighTower Advisors
Illinois
-$423K -13,247 Closed
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
-$319K -10,031 Closed
TSS
118
Two Sigma Securities
New York
-$204K -6,432 Closed
CC
119
Copperleaf Capital
North Carolina
-$203K -6,375 Closed
SB
120
Strategic Blueprint
Georgia
-$103K -3,232 Closed
TCOV
121
Trust Company of Vermont
Vermont
-$60K -1,900 Closed
SL
122
Savior LLC
Massachusetts
-$28K -887 Closed
William Blair & Company
123
William Blair & Company
Illinois
-$9K -290 Closed
GI
124
Gradient Investments
Minnesota
-$4K -138 Closed

SPLB Hedge Fund Activity: Q3 2021 in Review

114 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q3 2021, worth a combined $572M — down 29% from $806M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SPLB positions and 11 closed out — a net gain of 4 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was State Street, adding an estimated $23.2M. The largest seller was Jane Street, cutting an estimated $306M.

  • 114 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q3 2021, up from 113 in Q2 2021.
  • Funds reported $572M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q3 2021, down 29% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q3 2021 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q3 2021 was State Street, an estimated $23.2M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q3 2021 was Jane Street, an estimated $306M sold.

Based on aggregated 13F filings for Q3 2021.